Castle Rock Wealth Management, LLC
Position in JULW — AllianzIM U.S. Equity Buffer20 Jul ETF
CIK 1727605
WALNUT CREEK, CA
All Filings in JULW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JULW | $955,512 | 24,619 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 JULW | $963,095 | 24,619 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 JULW | $945,492 | 24,619 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 JULW | $926,239 | 24,919 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 JULW | $875,849 | 25,412 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 JULW | $891,071 | 25,412 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 JULW | $883,171 | 25,571 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||